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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,883 | $88,815-48.3% | $81,882-44.0% | $145,897-68.6% |
| Participation rate | 78.3% | 75.1%+3.2pp | 72.4%+5.9pp | 80.3%-2.0pp |
| Annual return | 13.64% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,021 | $3,086-66.9% | $2,916-65.0% | $4,663-78.1% |
| Participant deferral / active EE | $4,454 | $4,647-4.2% | $4,323+3.0% | $6,689-33.4% |
| Admin fee / account holder | $204 | $8,434-97.6% | $7,360-97.2% | $13,390-98.5% |